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Navigating Your ERC Journey
Are you still waiting on an Employee Retention Credit refund? Or has all or part of the claim been disallowed?
Join us for a conversation on May 22nd at 1:00 PM where attorneys Rebecca Sheppard, Esq. and Peter Haukebo Esq. will provide information on the current legal landscape surrounding ERC and steps you can take to address the government’s action (or inaction) regarding your claim.
In this Spotlight, you will:
- Get Updated: Receive the latest information on ERC developments, including proposed legislation, agency processing efforts, and information about what practitioners are seeing in real time.
- Understand Your Options: Learn about legal remedies available for resolving ERC refund claim issues, including filing lawsuits.
About the Speakers
Rebecca Sheppard is a tax attorney and a Partner in the Tax Advisory practice group at Frost Law. Over the last two years, Rebecca has used her background in government practice to work with business clients across the country in helping them secure government funding from PPP, EIDL, and the Employee Retention Credit (ERC). Unlike many other tax professionals, Rebecca has used her tax and legal background to closely follow the legislative changes and relief programs, giving her a thorough understanding of the complexities of how businesses from all industries can maximize their claims for refundable tax credits. Her efforts have allowed her to recover significant refunds for many small and medium-sized businesses around the country.
Peter Haukebo is a tax attorney and a Partner in the Tax Advisory practice group at Frost Law. Since 2020, Peter has leveraged his background in tax and corporate law to work with business owners throughout the U.S. to help them claim much-needed relief from PPP, EIDL, and the Employee Retention Credit (ERC). His familiarity with the ever-changing tax code and recent legislation allows him to provide second opinions for businesses even if they already filed a claim so that the business owner can properly maximize their tax credits received. His efforts have helped inform hundreds of business owners on the intricacies of ERC and allowed many to claim significant refundable tax credits.


